Financial Planning | Minnetonka, MN
A Plan for Your Endeavr
Whether you’re navigating transitions or planning for growth, we help you move forward with confidence.
✓ PERSONALIZED STRATEGY
✓ STRATEGIC CLARITY
✓ FINANCIAL CONFIDENCE
Not sure if your financial plan fits your current life?
Struggling to Align Wealth With Purpose?
Money without purpose can feel aimless. We connect your financial decisions to your long-term vision.
Move from uncertainty to clarity.
A Plan That Evolves With You
We don’t just set it and forget it. Your plan adjusts as life does.
We Started Endeavr to Do Planning Differently
After 15 years in a system that prioritized sales over service, we started Endeavr to provide real, relationship-first planning.
A Clear Path, One Step at a Time
Schedule a Discovery Call
Let’s start with a conversation about what matters most to you—no prep needed, no pressure involved.
Get a Custom Strategy
We’ll craft a plan that aligns with your goals, simplifies your finances, and gives you a clear next step.
Move Forward with Confidence
With your plan in hand and a guide by your side, you can make decisions with clarity and live with confidence.
Real Planning. Real Confidence.
- Personalized advice, free from sales pressure
- Clear direction for every financial decision
- Guidance that adapts as your life changes
- Tax, retirement, and legacy planning in one place
A confident financial future starts with a conversation.
Don’t Know Where to Start?
We’ll guide you, step by step.